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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6974 results found

  1. Notification when you force Send a Reminder

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  2. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  3. Default value for dropdown

    6 votes

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    Idea  ·  1 comment  ·  Templates & Libraries  ·  Admin →
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  4. PDF Portfolio files to be supported by PandaDoc

    At the moment we don't support PDF Portfolio file upload in PD documents.

    2 votes

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    Idea  ·  0 comments  ·  Content Editing & Design  ·  Admin →
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  5. send different email messages to the recipients who are signing the same document

    10 votes

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  6. if expiration is over 180 days out, it won't be included in reporting.

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  7. Notification only to a Specific Template/Document

    2 votes

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  8. customize the outgoing message based on template

    customize the outgoing message based on template

    8 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  9. pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    pull the Product Description into the PandaDoc pricing table on the first line and product code on second line from Salesforce

    3 votes

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  10. API get signature details

    For reporting I want to be able to report on when each recipient signed the document vs when the document was completed by each recipient.

    2 votes

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    Idea  ·  1 comment  ·  API  ·  Admin →
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  11. Approvers outside of PandaDoc

    Approvers should be like signers, so that they do not take up a license in the system. In this case this approver/director is outside of the HR department and should only have access to the documents that are sent to them. It would be preferred if they did not have to log into the system to approve a document. Hope this make sense.

    8 votes

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  12. Stop auto-population of recipients in Salesforce

    Ability to disable the auto-populations of recipients in SFDC

    9 votes

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    Idea  ·  3 comments  ·  Integrations  ·  Admin →
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  13. Justworks

    Integration with Justworks.

    3 votes

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  14. Option to have a recipient to sign the document and forward it to another signer with saved field values

    Save Signature for Document Forwarding: Save signature even if a document is not yet completed and forward to a person that only the recipient could specify. Recipient being assigned 2 fields, signing one field and saving the other one to a witness for example, all the while saving the original recipient's signature even after forwarding.

    43 votes

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    8 comments  ·  Recipient Experience  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.


    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

  15. Tokens working in embedded template

    tokens for template embedded

    2 votes

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. disabling all reminders

    disabling all reminders at a time

    18 votes

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    Idea  ·  1 comment  ·  Sharing & Collaboration  ·  Admin →
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  17. Add a checkbox for internal or external on templates

    "Add a checkbox for internal or external on templates. We are starting to use panda doc for many internal purposes, but the internal completed documents skew the pipeline closing rates. Also if you made a template that was flagged as internal it could maybe not auto populate the contacts associated with the deal on the email."

    2 votes

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  18. The ability to make the fields on the certain pages required depending on the customer's selection in the pricing table

    2 votes

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    Idea  ·  0 comments  ·  Fillable Fields & Variables  ·  Admin →
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  19. Customize PDF name

    2 votes

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    Idea  ·  1 comment  ·  Documents & Data Management  ·  Admin →
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  20. Support Loom video embed in documents

    support Loom video for documents like YouTube, Vimeo, Wistia, or Vidyard.

    46 votes

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    10 comments  ·  Documents & Data Management  ·  Admin →
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    Not Planned  ·  AdminJoan Nocon (Admin, PandaDoc) responded

    Hi. We aren’t planning on building this into our feature set at this point in time since it doesn’t fit into our current product roadmap. Please keep upvoting this idea so we can keep considering it every time we work on our roadmap.
    Should you come across any other ideas that suit your business needs, don’t hesitate to give them an upvote!

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